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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 51 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Investment Mgmt Fees | $26,376 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 51 · EIN 34-1542819 1 N JEFFERSON AVE H0006-08R · SAINT LOUIS, MO 631032205 | Investment Mgmt Fees | $11,945 |
THE JOSEPH GROUP LLC1 year Filed as: THE JOSEPH GROUP CAPITAL MANAGEMENT Service code 51 · EIN 36-4729550 605 SOUTH FRONT ST. · COLOMBUS, OH 43215 | Investment Mgmt Fees | $7,981 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,092 | $106,749+43.4% | $145,433+5.3% | $82,448+85.7% |
| Participation rate | 96.6% | 75.6%+21.0pp | 82.1%+14.5pp | 68.1%+28.5pp |
| Annual return | 23.25% | 27.59%-4.3pp | 66.58%-43.3pp | 41.64%-18.4pp |
| Employer contribution / active EE | $16,525 | $3,444+379.8% | $4,554+262.8% | $2,551+547.8% |
| Participant deferral / active EE | $6,476 | $6,519-0.7% | $7,897-18.0% | $4,139+56.5% |
| Admin fee / account holder | $13,552 | $8,390+61.5% | $13,129+3.2% | $7,234+87.3% |